Post DocuSign the documents need to save in application folder

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Wed, 08 May 2024 10:32:46 GMT

Hi srini,

Thanks for replying, DocuSign is configured properly and able to send emails, but the Web APi is not hitting when the Event Triggers.

i can the 500 interval server error in the Dashboard of Connect in DocuSign.

may i know to how to verify it can receive data from DocuSign, and check that the process model handles the API responses properly and how to Utilize DocuSign’s sandbox for testing and adjust permissions in the DocuSign admin to allow webhook configurations

RE: Post DocuSign the documents need to save in application folder

SRINIVAS M — Wed, 08 May 2024 10:25:27 GMT

Hi,

When integrating DocuSign with Appian to save signed documents, ensure your DocuSign integration key is set up correctly for authentication and configure DocuSign Connect to trigger your Appian web API upon document completion. In Appian, secure your web API endpoint, verify it can receive data from DocuSign, and check that the process model handles the API responses properly. Utilize DocuSign’s sandbox for testing and adjust permissions in the DocuSign admin to allow webhook configurations. If issues persist, consult both DocuSign and Appian support for guidance on the integration specifics.

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Wed, 08 May 2024 10:14:02 GMT

Could you please guide me in finding the log, since I am new to the application. there are many logs in system logs

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Tue, 07 May 2024 11:41:06 GMT

Can you check appian server log for more detail about issue and share that.

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Tue, 07 May 2024 11:32:51 GMT

no value in local!body because the process model is not even initiated once

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Tue, 07 May 2024 11:17:46 GMT

Can you also share what value local!body is getting?

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Tue, 07 May 2024 10:42:49 GMT

a!localVariables(
  local!body: a!fromJson(http!request.body),
  a!match(
    value: local!body.event,
    equals: "envelope-completed",
    then: a!startProcess(
      processModel: cons!TD_PM_HANDLE_DOCUSIGN_EVENT_ENVELOPE_COMPLETED,
      processParameters: { body: local!body },
      onSuccess: a!httpResponse(statusCode: 200),
      onError: a!httpResponse(statusCode: 500)
    ),
    default: a!httpResponse(statusCode: 200)
  )
)

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Tue, 07 May 2024 10:29:05 GMT

[quote userid="266256" url="~/discussions/f/integrations/34885/post-docusign-the-documents-need-to-save-in-application-folder/134827"]the envelope is Sucess and iam unable to find the issue[/quote]

You resolved 500 error message?
Still you are not able to proceed?
Share WEB API code snippet.

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Tue, 07 May 2024 10:12:04 GMT

HI Shubham,

iam facing 500 error from Appian web API only.

the envelope is Sucess and iam unable to find the issue

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Mon, 06 May 2024 12:27:42 GMT

Can you please validate this at docusign side first : Audit Log" for "Envelope Signed/Completed" events. Look for "Delivery Status" or "Notification History" to see if it reached your Appian web API URL.

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Mon, 06 May 2024 12:17:14 GMT

I was implementing the first suggestion but after the event the web API is not starting the process model that is the issue I need to resolve

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Mon, 06 May 2024 11:33:57 GMT

To automatically import signed documents upon completion, enable the "Envelope Signed/Completed" event in DocuSign's admin settings and configure a Callback URL pointing to your custom Appian web API. This API will receive notification upon signing and trigger the desired process model.
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=lry1608071169447.html&_LANG=enus

Alternatively,
You can schedule a process in Appian to periodically check the status of envelopes. This process would use the "Download Document from Envelope" operation to retrieve signed documents and initiate the desired workflow only if the documents are available. However, this approach may introduce a delay compared to the real-time notification method but I would recommend in case of docusign plan subscription issue with client.

RE: Post DocuSign the documents need to save in application folder

NewBegineer — Mon, 06 May 2024 11:01:31 GMT

Hello shubham,

I have tried this but we can use this after the douments are signed. My question is I want to start a process model oncel the documents are signed and use this save document shape to save documents. How should I configure to initiate the process model once the documents are signed.

RE: Post DocuSign the documents need to save in application folder

Shubham Aware — Mon, 06 May 2024 06:22:54 GMT

NewBegineer
Have you tried using this Download Document from an Envelope?
You have to store envelope Id in appian against each document to retrieve back those signed document using download document from envelope operation.